Principal Securities’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Principal Securities’s Portfolio LTPZ Stock Details LTPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-144	Closed	-$7.67K	–	2618
2025 Q3	$7.67K	Hold	144	–	–	﹤0.01%	2818
2025 Q2	$7.56K	Hold	144	–	–	﹤0.01%	2736
2025 Q1	$7.5K	Hold	144	–	–	﹤0.01%	2639
2024 Q4	$7.5K	Hold	144	–	–	﹤0.01%	2636
2024 Q3	$8.32K	Hold	144	–	–	﹤0.01%	2515
2024 Q2	$7.79K	Hold	144	–	–	﹤0.01%	2501
2024 Q1	$8K	Hold	144	–	–	﹤0.01%	2439
2023 Q4	$8.16K	Buy	+144	New	+$7.65K	﹤0.01%	2349

Other funds holding LTPZ

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return